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For Companies At a Glance
- Tasks: Engage with clients, manage projects, and ensure smooth transitions of client assets.
- Company: Join a top UK investment management firm known for its excellence in client service.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and networking.
- Why this job: Be part of a team that values relationships and delivers impactful investment solutions.
- Qualifications: Experience in client service or onboarding, preferably in investment management; strong communication skills required.
- Other info: Industry qualifications like IMC are a bonus; perfect for those passionate about finance.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading UK headquartered investment management company, is looking to recruit a Client Service Specialist to join their Client Relationship Group.
Duties and responsibilities of the Client Service Specialist will include:
- Responding to a range of institutional client queries and requests in accordance with deadlines
- Project managing the transition of client assets by working with the legal teams, front office, and fund management teams
- Project managing any change to client’s investment guidelines
- Attending client events and building strong relationships with key client stakeholders
- Assisting with the creation and delivery of bespoke investment reporting
- Ensuring regulatory obligations are met
The Client Service Specialist will require the following skillset:
- Experience within client service or on-boarding
- Experience working within the investment management sector
- Knowledge of institutional markets
- Strong verbal and written communication skills
- Ability to problem solve
- Industry-specific qualification such as IMC would be a plus
Client Service Specialist employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Specialist
✨Tip Number 1
Familiarise yourself with the investment management sector. Understanding the nuances of institutional markets will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the industry. Attend relevant events or webinars to connect with potential colleagues and learn more about the role of a Client Service Specialist. This can provide valuable insights and may even lead to referrals.
✨Tip Number 3
Brush up on your project management skills. Since the role involves managing transitions and changes, being able to demonstrate your organisational abilities and problem-solving skills will set you apart from other candidates.
✨Tip Number 4
Prepare for client interaction scenarios. Think about how you would handle various client queries or requests, as this will showcase your communication skills and ability to build relationships during the interview process.
We think you need these skills to ace Client Service Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service and investment management. Use specific examples that demonstrate your ability to handle client queries and manage projects effectively.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Client Service Specialist role. Mention your experience with institutional clients and your problem-solving skills, and explain why you are a great fit for the company.
Showcase Communication Skills: Since strong verbal and written communication skills are essential, ensure your application is clear, concise, and free of errors. Consider including a brief example of how you've successfully communicated with clients in the past.
Highlight Relevant Qualifications: If you have any industry-specific qualifications like the IMC, make sure to mention them prominently in your application. This can set you apart from other candidates and show your commitment to the field.
How to prepare for a job interview at Mason Blake
✨Know Your Client Service Fundamentals
Make sure you understand the key principles of client service, especially in the investment management sector. Be prepared to discuss your previous experiences and how they relate to responding to client queries and managing relationships.
✨Demonstrate Project Management Skills
Since the role involves project managing transitions and changes, be ready to share specific examples of projects you've managed. Highlight your ability to coordinate with different teams and meet deadlines effectively.
✨Showcase Your Communication Skills
Strong verbal and written communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely, and prepare to discuss how you've successfully communicated with clients or stakeholders in the past.
✨Familiarise Yourself with Regulatory Obligations
Understanding regulatory requirements is essential for a Client Service Specialist. Brush up on relevant regulations in the investment management industry and be ready to discuss how you ensure compliance in your work.
